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PSQuote allows users to create professional services quotes in Salesforce directly based on resource roles, rates along with materials and other fixed fee items. Setup billing schedules, create statements of work, track sales, plan margin, and sync to downstream PSA projects.
BUILT ON SALESFORCE | DESIGNED FOR PROFESSIONAL SERVICES The software can create PS Quotes from the opportunity; Build user's estimates using resource rates and roles, packaged offerings, define schedules, add non-labor materials (travel, expenses, subscription),and more.
IMPROVE FORECASTING | INCREASE REVENUE Helps improve capacity planning by defining scheduled hours across the engagement timeline. Minimizes project issues with accurate up-front estimates.
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